Shelton Capital Management’s NewStar Financial, Inc. NEWS Stock Holding History

Shelton Capital Management’s Portfolio NEWS Stock Details NEWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-100,410	Closed	-$1.18M	–	881
2017 Q3	$1.18M	Hold	100,410	–	–	0.08%	208
2017 Q2	$1.05M	Hold	100,410	–	–	0.07%	228
2017 Q1	$1.06M	Sell	100,410 -65,000	-39%	-$631K	0.07%	219
2016 Q4	$1.53M	Buy	+165,410	New	+$1.55M	0.12%	176

Other funds holding NEWS

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Shelton Capital Management's NEWS Position: Q4 2017 in Review

Shelton Capital Management sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 100,410 shares — an estimated $1.18M sold.

Shelton Capital Management first reported a position in NEWS in Q4 2016 and held it in 4 quarters. The position peaked at $1.53M in Q4 2016. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.

Shelton Capital Management reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Shelton Capital Management sold 100,410 NewStar Financial, Inc. shares in Q4 2017, an estimated $1.18M.
Shelton Capital Management first reported a position in NewStar Financial, Inc. in Q4 2016 and held it in 4 quarters.
Shelton Capital Management's NewStar Financial, Inc. position peaked at $1.53M in Q4 2016.
2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.

Based on Shelton Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.